# Joule Financial

Joule Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://joulefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/joulefinancial

## Regulatory record

- **CRD number:** 320791
- **SEC file number:** 801-125024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/320791

## About

Joule Financial, LLC is an SEC-registered investment adviser in Lexington, KY, registered since 2022. The firm manages approximately $479 million in regulatory assets. It has 8 employees and 6 investment advisers.

## Questions

### Who runs investment decisions at Joule Financial?

No named principals or investment professionals have been publicly identified for Joule Financial. Corporate filings do not list a CEO, CIO, or managing principal. The entity's governance structure is not disclosed in accessible records.

### How does Joule Financial source deals or allocate capital?

Publicly available information does not describe Joule Financial's sourcing model, asset-class mix, or investment process. The firm has not disclosed any portfolio companies, co-investments, or fund commitments. Its strategy remains unconfirmed.

### What sectors does Joule Financial invest in?

No sector preferences have been disclosed. The firm's investment focus, if any, is not publicly documented. Available records do not confirm any industry-specific allocations.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/joule-financial-llc

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